JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.9B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,318
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$23.8M
3
+$21.2M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$18.1M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$16.4M

Top Sells

1
+$28.5M
2
+$20.5M
3
+$17M
4
OEF icon
iShares S&P 100 ETF
OEF
+$12.8M
5
C icon
Citigroup
C
+$11.1M

Sector Composition

1 Technology 11.84%
2 Financials 10.22%
3 Healthcare 10.13%
4 Industrials 6.92%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$70.9M 0.51%
1,842,232
+1,612
52
$70.5M 0.51%
1,311,906
-33,805
53
$68.8M 0.5%
506,748
+16,640
54
$68.4M 0.49%
1,912,285
+227,715
55
$68.1M 0.49%
1,452,953
+14,639
56
$68M 0.49%
462,355
+14,918
57
$67.5M 0.49%
265,450
+561
58
$66.3M 0.48%
669,509
-98,106
59
$65.9M 0.47%
366,638
-1,055
60
$62.5M 0.45%
1,023,544
-52,978
61
$62.1M 0.45%
1,254,936
-25,132
62
$61.6M 0.44%
1,413,203
+22,039
63
$61.2M 0.44%
454,070
-25,579
64
$58.7M 0.42%
809,739
+10,021
65
$58.7M 0.42%
189,262
-15,168
66
$58.4M 0.42%
246,392
-925
67
$56.9M 0.41%
464,432
-64,195
68
$55.5M 0.4%
1,279,352
+15,616
69
$54.5M 0.39%
1,016,948
+80,481
70
$53.4M 0.38%
298,527
+13,298
71
$52.8M 0.38%
578,320
+29,316
72
$49.6M 0.36%
382,789
-2,090
73
$49.1M 0.35%
613,755
+22,821
74
$49M 0.35%
353,007
+33,831
75
$48.5M 0.35%
695,339
+10,426
1 2
3
4 5